SAZ SAZ Playbooks

Free SOP templates by industry

Step-by-step procedures your team can follow the same way every time.

New Listing Launch SOP

A listing agreement is signed and you need every launch to happen the same way.

Real estate. SOP.

RFI Logging and Tracking SOP

Questions to the design team are getting lost, or nobody can say which ones are still open.

Construction. SOP.

Service Call Close-Out SOP for Technicians

Job notes, photos and follow-ups vary from one technician to the next.

HVAC and home services. SOP.

Leak Inspection Report SOP

Reports differ by technician, and managers or insurers keep coming back with questions.

Leak detection and infrastructure. SOP.

Maintenance Request SOP

Requests arrive by text, phone and email, and some get lost.

Property management. SOP.

Project Close-Out Knowledge Capture SOP

Lessons from finished projects stay in people's heads and get lost.

Engineering firms. SOP.

New Patient Intake SOP for Front Desk Teams

Front desk staff handle new patient paperwork in different ways.

Healthcare. SOP.

New Matter Opening SOP

New matters open inconsistently, and steps sometimes get missed.

Legal. SOP.

Client Document Collection SOP

Getting documents from clients takes too many reminders, or arrives through insecure channels.

Finance. SOP.

Production Incident Response SOP

Outages are handled differently each time, and customers hear about them late.

Technology. SOP.

Shift Handover SOP

Problems get lost between shifts, and each new shift starts by asking what happened.

Manufacturing. SOP.

Public Consultation Submission Handling SOP

A consultation will bring in many submissions, and you need a fair, traceable process.

Government. SOP.